Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Jordan is a financial advisor with over 18 years of experience in the industry. Alicia is currently registered with Morgan Stanley and has been with the firm since 2009. Alicia is a Series 7, Series 31, Series 63 and Series 65 licensed professional. Alicia has a proven track record of providing investment advice to a wide range of clients, including high-net-worth individuals, corporations, and institutions. Alicia specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, and portfolio management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
04/19/2011 - Present
Morgan Stanley (Atlanta GA)
WA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BELLEVUE WA)
WA
09/28/2004 - 04/02/2007
MORGAN STANLEY DW INC. (BELLEVUE WA)
IA
Issued 05/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Alicia Jordan is the right advisor for you? Invested Better is here to help.
